AI infrastructure

The chips, servers, storage, power and software that data centres are being built from.

-0.21%past month, at target weights, before fees
StockWeightPrice24h
NVDANVIDIA20.0%n/an/a
MSFTMicrosoft15.0%n/an/a
AVGOBroadcom12.0%n/an/a
DELLDell Technologies10.0%n/an/a
MUMicron Technology10.0%n/an/a
BEBloom Energy10.0%n/an/a
PLTRPalantir Technologies10.0%n/an/a
ORCLOracle8.0%n/an/a
SNDKSanDisk5.0%n/an/a
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